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WHY EXPLORER

Why teams choose this tool

Time back in your day. Clearer visibility. AI as an ally. Here's the case for Explorer, from three angles.

REASON 1

⏱️ Give time back to customer conversations

Checking deals, building reports, pulling exports — these eat into time that should go toward customers. Explorer brings them all into one screen and cuts the clicks to a minimum.

  • No more bouncing between multiple list views
  • One-click Excel downloads (opportunities, activities, and per-product)
  • Filters persist automatically — no re-setting up every morning
⏱️
Today's must-act opportunities are visible the moment you open it
Column customization is remembered
Snapshot comparisons surface changes instantly
REASON 2

🧭 Know exactly what to do next

Action Score, Close Probability, and Forecast-Change badges surface the temperature of every deal. Next Best Actions shows your priority list the moment you open it.

  • Score auto-computed from activity history, close date, and deal age
  • One click to see week-over-week and prior-snapshot deltas
  • Month-end / quarter-end forecast alert banner, color-coded
🧭
Next Best Actions shows your top 10 at-risk deals
Log a Salesforce task straight from the card
Achievement rate shown with color-coded badges
REASON 3

🤝 Make AI a daily habit, not a one-off

"I tried AI but stopped using it" is a common story. Explorer builds the right prompt from your opportunity data automatically, so copy-and-paste research and proposal writing with your choice of AI (Claude / ChatGPT / Copilot / Copilot M365) becomes routine.

  • Seven AI features: meeting record to activities and ToDos, health checks, lookalike research, email drafts, and more
  • Choose Long-form or Executive Summary output length
  • Personal information (contact names) is never included in prompts
🤝
One button removes the friction of using AI at all
Auto-drafts win-back emails for dormant accounts
Analysis flows straight into your next action
Before / After

The same Salesforce org, transformed.

BeforeAfter
Filtering dealsSwitching list views repeatedly20+ filters combined on one screen
Graphs & reportsTens of minutes to build a reportDrill-down graphs, instantly
Using AIManually copy-pasting dataOne click generates and copies a prompt
Team visibilityChecking deals one by oneAuto-aggregated by department in Summary
Catching changesNotice too lateForecast-change badges and Data Quality Doctor catch it automatically

Ready to set your pipeline free?

Start with the full feature list and find what fits your workflow.

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